Description

A focused course, tailored for you

The Channel Sales Manager's Course on Winning New Commercial Insurance Deals When Market Share Is Under Threat

Turn the pressure of shrinking opportunities into a proven pipeline that secures high-value commercial accounts in weeks, not months.

Stop rebuilding broker matrices every Monday while the headcount review looms and leadership doubts your impact.

$199 one-time

Tailored to your situation. Access within 24 hours. 30-day money-back.

Includes a hand-built implementation playbook delivered alongside course access, generated for your specific situation.

Why this course

AIG announced a 10% headcount reduction in its Commercial Lines division last month, putting every channel sales manager under a microscope as leadership tightens the profit-to-cost ratio. Your day-to-day rhythm now includes frantic calls with brokers who ask for proof of value, fragmented policy data scattered across legacy CRM tabs, and a compliance checklist that never aligns with the sales pitch. If you cannot demonstrate a repeatable win-back process, the next quarterly review could result in a reassignment or a loss of your territory.

The current tools, manual Excel trackers, ad-hoc email threads, and a patchwork of underwriting notes, create hidden friction between the broker, underwriting, and finance teams. Missed deadlines force you to chase legacy data, while senior managers demand a clear revenue forecast that you cannot substantiate without a unified evidence pack. The stakes are personal: a failed quarter may trigger a performance-driven restructuring that could eliminate your role.

Without a systematic approach, each new prospect becomes a gamble, and the lack of a documented success story leaves you vulnerable to internal cost-cut decisions. The cost of inaction is not just lost premiums but a career trajectory that stalls at the next headcount review.

What you walk away with

A repeatable commercial win-back framework that can be presented in any broker meeting.
A live revenue-impact dashboard that updates with each new policy signed.
A broker-centric value proposition deck that aligns underwriting risk with sales incentives.
A documented client-success playbook that survives internal restructurings.
A concise executive summary ready for quarterly leadership reviews.

The 12 modules

Module 1. Mapping Broker Value Streams

75% of commercial line revenue comes from repeat broker relationships, yet most managers lack a visual map of those flows. A typical week sees a broker call, a policy quote, and then a silent gap where value is never captured. This module builds a broker-value matrix that links each touchpoint to revenue potential. Output: a populated broker value matrix sits in your drive.

Module 2. Designing the Policy Success Register

During the Monday morning underwriting sync you often hear, "Where is the evidence that this policy will renew?" The register created here captures policy milestones, renewal triggers, and cross-sell opportunities in one view. What you ship from this module: a fully populated policy success register ready for the next sales call.

Module 3. Building the Revenue Impact Dashboard

A recent internal audit showed that 42% of revenue forecasts are based on guesswork rather than data. By pulling together policy data, commission rates, and broker performance, this module delivers a live dashboard that visualizes monthly revenue lift. The deliverable is a dashboard ready for the quarterly leadership review.

Module 4. Crafting the Broker Value Proposition Deck

In the mid-week broker negotiation you often hear, "Why should we stay with AIG?" This module translates the broker-value matrix into a concise deck that quantifies risk mitigation, commission upside, and service differentiation. Output: a polished value proposition deck ready for the next broker pitch.

Module 5. Creating the Executive Success Summary

The CFO asks, "What concrete results are you delivering this quarter?" This module assembles the dashboard, register, and deck into a one-page executive summary that tells a clear story of pipeline health. What you ship from this module: an executive summary ready for the quarterly board meeting.

Module 6. Establishing the Quarterly Review Cadence

Your weekly sales huddle often devolves into status updates with no forward plan. This module defines a repeatable cadence that aligns broker updates, underwriting feedback, and finance checkpoints. The deliverable is a review calendar with templates for each meeting.

Module 7. Implementing the Cross-Sell Playbook

When a broker asks about ancillary products, you currently scramble for answers. This module creates a cross-sell playbook that maps existing policies to complementary lines, complete with objection handling scripts. Output: a cross-sell playbook ready for immediate use.

Module 8. Aligning Incentives with Underwriting

Underwriters often push back on broker terms, creating a bottleneck in the sales cycle. This module builds an incentive alignment matrix that balances risk appetite with commission structures. What you ship from this module: an incentive alignment matrix ready for underwriting sign-off.

Module 9. Automating Policy Data Capture

Your current process of copying policy details into spreadsheets consumes hours each week. This module introduces a lightweight automation script that pulls policy data directly from the underwriting system into the success register. Output: an automated data capture workflow ready to deploy.

Module 10. Developing the Risk-Adjusted Pricing Model

A senior analyst recently questioned why premium pricing does not reflect broker performance. This module builds a simple risk-adjusted pricing model that ties broker scores to premium adjustments. The deliverable is a pricing model template ready for your next quote cycle.

Module 11. Preparing the Leadership Defense Pack

During the upcoming Q3 headcount review, senior leadership will demand proof of channel efficiency. This module assembles all artefacts into a defense pack that demonstrates revenue impact, cost savings, and broker loyalty metrics. What you ship from this module: a leadership defense pack ready for the headcount meeting.

Module 12. Scaling the Playbook Across Regions

Your peers in other regions ask how to replicate success without reinventing the wheel. This module provides a scaling framework that adapts the broker matrix, dashboards, and playbooks to new market contexts. Output: a regional scaling guide ready for rollout.

How this addresses your situation

Specific modules that map to what you said you are dealing with.

Module 1 covers Mapping Broker Value Streams , exactly the missing visual you need when a broker asks for revenue potential on a Tuesday morning call.

Module 5 covers Creating the Executive Success Summary , precisely the one-page you must present at the quarterly leadership review before the headcount decision.

Module 9 covers Automating Policy Data Capture , the exact solution for the daily spreadsheet overload that stalls your broker conversations.

What you get with this course

A populated broker value matrix with segment scores.
A policy success register pre-filled with sample data.
A live revenue impact dashboard template.
A broker value proposition deck ready for client meetings.
An executive one-page success summary.
A quarterly review calendar with meeting agendas.
A cross-sell playbook with objection scripts.
An incentive alignment matrix for underwriting.
An automated data capture workflow script.
A risk-adjusted pricing model template.
A leadership defense pack with KPI visuals.
A regional scaling guide for multi-market rollout.

What you will have in hand by Day 1, Week 1, Month 1

Day 1: tailored playbook in hand, broker matrix template pre-populated for your portfolio, policy register ready for immediate use.

Week 1: first version of the revenue impact dashboard live and shared with finance, plus the broker value proposition deck prepared for client meetings.

Month 1: recurring quarterly review cadence operating with the executive summary and leadership defense pack, demonstrating measurable pipeline growth.

Before and after

Before

Your current workflow is a patchwork of ad-hoc Excel sheets, scattered email threads, and manual policy entry that stalls during broker calls. Evidence lives in separate inboxes, the underwriting team frequently asks for missing data, and quarterly reviews are driven by guesswork, leaving you exposed to the upcoming headcount reduction.

After

After the course, you have a unified broker matrix, a live revenue dashboard, and a ready-to-present executive summary. The policy register updates automatically, quarterly reviews run on solid data, and you can walk into the headcount meeting with a defense pack that proves your channel’s revenue contribution and efficiency.

What happens if you do not address this

If you ignore this now, the Q3 headcount review will arrive with no concrete revenue evidence, and the CFO will likely recommend cuts to the commercial channel team. Your broker relationships will erode, and the next quarter’s pipeline will shrink dramatically.

Who it is for

A high-energy channel sales manager at a large insurer who spends each week juggling broker meetings, underwriting approvals, and quarterly revenue forecasts. They operate in a fast-moving sales cycle, rely on fragmented spreadsheets, and need concrete artefacts to prove pipeline health to senior leadership.

Who this is NOT for. This is not for someone who needs a basic introduction to commercial insurance sales fundamentals.

How it arrives

Within 24 hours of purchase your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it. The playbook is hand-built around your specific situation, not LLM-generated boilerplate.

Time investment. 6 hours of focused work spread over a week, saving an estimated 40-60 hours of internal scaffolding effort.

Why $199 is the right number

A half-day consultant would charge $2,500-$4,500 for a similar framework, a generic insurance certification runs $1,200-$2,000, and building this yourself would take 60+ hours of ad-hoc effort. At $199 you get a proven system and a hand-crafted playbook that accelerates results.

FAQ

Do I need prior experience with data dashboards?

No, the course walks you through building the dashboard step-by-step using your existing policy data.

Will the artefacts work with AIG’s internal systems?

All templates are designed to import/export CSV files, which align with AIG’s policy data feeds.

How much time will I spend each week?

About 6 hours total, split across the 12 modules, with most work done in short 45-minute sessions.

What if the course doesn’t solve my headcount risk?

We offer a 30-day money-back guarantee; if you don’t see measurable pipeline improvement, you get a full refund.

30-day money-back guarantee. If after a week of working through the materials this is not what you needed, reply to the receipt email and a full refund is processed. No questions, no forms.

Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.